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S
Sandi6300
October 27, 2023
Question

Budgets by Class

  • October 27, 2023
  • 1 reply
  • 0 views

Does anyone know why QBO will not allow you to create or update budgets by class as it did before.  Since the new update I am having a hard time trying to work with classes to update my budget.  HELP!!

1 reply

M
Mark_AG
October 27, 2023

Hi there, @Sandi6300.

 

I understand how important it is to create your budget by class using the old way. I'm here to guide you on how to create a budget target in QuickBooks Online.

 

Here's how:

 

  1. Go to Settings and select Budgeting.
  2. Click Create new. 
  3. Select the fiscal year you're creating the budget for.
  4. Select the Budget format: Subdivided budget. 
  5. Under Subdivide by, choose Class.
  6. You can also select multiple different classes under the Add subdivided budget for.

 

I want to provide this article for future reference: Set budget targets for each class in QuickBooks Online.

 

If there are any inquiries you have regarding creating the budget target by class, please do not hesitate to reply to this post. I'm here to assist you at any time.

S
Sandi6300Author
October 27, 2023

Hello,

 

Under Subdivided budget for:  I have the option of multiple or it lists all the categories by class, I don’t have the option to choose class.  If I click on all the categories by class then only the category show up.  It does not show each class.  

I need all the classes to show for each category to input the budget for each class.

M
Mark_AG
October 27, 2023

Hi there, @Sandi6300.

 

Thank you for getting back to us. Upon checking, there's an ongoing investigation on creating a budget when selecting multiple classes. We assure you that our Product Engineers are diligently working to pinpoint the cause and find a solution. 

 

To be notified about the resolution status, I recommend contacting our Customer Care Support team. This way, you'll be added to the list of affected users. Please provide your name, updated email address, and the investigation number (INV-91334) only when interacting with our live support.

 

Here's how:

 

  1. Head to this link: Contact Us.
  2. Select QuickBooks Online product and click Continue.
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Furthermore, you can also run sales reports by class detail.

 

Please reach out if you need anything else. I'm always here to help. Have a productive day!

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